CAPASSO PLANNING PARTNERS LLC – Schwab U.S. Dividend Equity ETF Transaction History
CAPASSO PLANNING PARTNERS LLC portfolio value:
$3.01M
portfolio value
CAPASSO PLANNING PARTNERS LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.77% | 3.27K shares | -2K | $66.43 | 45.42K |
| Q2 2022 | share | Increase | +9.25% | 3.56K shares | -24K | $71.63 | 42.14K |
| Q1 2022 | share | Decrease | -4.43% | -1.79K shares | -220K | $78.89 | 38.57K |
| Q4 2021 | share | Increase | 0.00% | 40.36K shares | 3.26M | $80.71 | 40.36K |